See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,361 | $228,332-85.4% | $185,823-82.0% | $158,922-79.0% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 20.38% | 40.80%-20.4pp | 35.95%-15.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,397 | $4,967-71.9% | $4,087-65.8% | $4,761-70.7% |
| Participant deferral / active EE | $1,978 | $6,415-69.2% | $5,632-64.9% | $5,982-66.9% |
| Admin fee / account holder | $110 | $11,864-99.1% | $9,500-98.8% | $11,246-99.0% |